Careers at CTWM

Our founders set out to revolutionize the traditional workplace — the services we deliver, how they are delivered, providing unrivaled client experiences and career paths for our professionals. Experience a culture that thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives.

Ready for your next challenge?


Do What You Love

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s #1 Best Places to Work.


Perks and Benefits

There’s a life at work and life outside of work. We want everyone to be healthy, travel often, give back, and have the financial resources and support they need.

  • Medical, dental & vision insurance (plus full HSA contribution)
  • Firm paid life, long-term & short-term disability
  • Sick time and five (5) weeks paid vacation
  • Parental leave and longevity sabbatical plan
  • 401(k) plan with employer contributions
  • Volunteer Time Off
  • Firm paid certifications and continuing education opportunities
  • Mental Health Programs
  • Wellness Program & On-site gym

Life at CTWM

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Our Core Values

At CTWM, our culture defines who we are. It’s what makes us different, and it’s a key element to our continued success. We embrace it and live it every day because it builds the foundation for growth that helps us all make the right choices for our clients and our teammates.

• Integrity
• Positive
• Empathetic
• Supportive

• Authentic
• Drive & Grit
• Collaborative

Case Study: Create a Magnetic Work Culture to Attract and Retain Talent

Culture may hold the key to attracting and retaining the key talent organizations need.

Learn more about Connecticut Wealth Management’s magnetic work culture in this case study featured in the summer/fall edition of The Endeavor by InsureGood.


Open Roles

CTWM is currently seeking an experienced Senior Financial Advisor who’s committed to serving our clients through the management of comprehensive financial plans that turn their life aspirations into a reality.